At Frazie Wealth Management, we help select individuals in the retirement redzone, entrepreneurs and professional practitioners by solving the five major wealth challenges facing affluent families such as tax reduction planning, maintaining a successful lifestyle in retirement, and transferring wealth in the most efficient and tax advantageous way.
Our goal is simple - to provide advice and strategies that aligns the money you have with the life you want to lead. We offer a wide range of services that cover all aspects of your financial needs through every stage of your retirement. You can count on us to provide a full suite of services for financial-related events and issues you encounter.
Our goal is simple - to provide advice and strategies that aligns the money you have with the life you want to lead. We offer a wide range of services that cover all aspects of your financial needs through every stage of your retirement. You can count on us to provide a full suite of services for financial-related events and issues you encounter.
Services
We believe one advisor alone cannot stay in touch with the markets, advise you on your investments, communicate with you, and at the same time handle all other client responsibilities. When you work with our firm, you work with our entire team of coordinated specialists who work together to advise you on your customized wealth strategy.
We will closely analyze your financial information to identify gaps and issues. We will look where you are, where you want to be and how we can maximize the probability of helping you reach your financial goals. Our first goal is to develop a true understanding of who you are as a person, establish why money is important to your family, prioritize your goals and gather information to assess your current situation.
Everything we do is about understanding your individual needs and feelings toward money, so we can focus on helping you reach your unique financial goals. We realize one professional advisor and an assistant cannot handle the complexity of today's financial world. We have assembled an entire family of local, specialized professionals to provide an effective client experience.
The health of our clients and community is of the upmost importance to us, which is why all in-person Frazie Wealth Management events have been postponed until further notice. We are currently offering complimentary one-on-one meetings for those seeking financial guidance during these uncertain times.
Working with a trusted financial partner is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it is our mission to simplify the complexities of your financial life so you can focus on what matters most. We offer a no-cost introductory Q&A session to help answer your questions, learn more about your goals, and see how we may be able to help.
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